SS&C Technologies has launched “a generative A.I.-based sales enablement solution” that officials say they developed with Thornburg Investment Management and integrated into customer relationship management (CRM) platforms. The new solution is intended to provide sales teams with “fast, consolidated access to critical financial advisor insights,” according to SS&C. “Leveraging GenA.I., the application enhances the process… Read More >>
Yext Acquires Hearsay Systems for $125M
Yext, Inc., a digital presence company, is acquiring Hearsay Systems, a compliance provider for digital communications, for $125 million and will add Hearsay’s offerings to its own, officials say. Yext will also augment the combined offerings with artificial intelligence (A.I.) technologies, officials add. Yext applies A.I. and machine learning technologies to customer engagement, automated workflows… Read More >>
SS&C’s Black Diamond Gets CRM Module & Other News
SS&C Offers CRM via Managed Services SS&C Technologies has integrated a customer relationship management (CRM) module into the SS&C Black Diamond Wealth Platform that offers managed services that are intended to reduce IT maintenance burdens, officials say. The Black Diamond CRM module “complements SS&C’s existing CRM solutions, Salentica Elements and Salentica Engage,” and will provide a… Read More >>
SS&C Bolsters Tier 1 CRM Platform & Other News
SS&C’s Tier 1 Gains Users & Features The Tier 1 capital markets and investment banking customer relationship management (CRM) platform from SS&C Technologies has been enhanced, has more than 1,000 new end-users, and has the support of more staff members, officials say. The new features “include improved data insights and in-app information delivery,” officials… Read More >>
CRM Systems Are a Necessity Now: Q&A
(In a Q&A with FTF News, Jiro Okochi, president of Tier1 Financial Solutions, argues that remote work environments reinforce the need for technology that helps manage all relationships. Client relationship management (CRM) systems have become a necessity as more financial services firms continue to function by working remotely due to the pandemic-induced office closings. The pandemic… Read More >>
CRM Systems Are a Necessity Now: Q&A
(Client relationship management (CRM) systems have become a necessity as more financial services firms continue to function with staff and clients working remotely due to the pandemic-induced office closings. So says Jiro Okochi, president of Tier1 Financial Solutions, whose offerings serve firms in the capital markets and banking arenas. The pandemic conditions underscore the need… Read More >>
IPC Gets Exclusive Rights via Investment in GreenKey
A voice communication and networking solutions vendor, IPC has made an investment in GreenKey Technologies, maker of natural language processing offerings, that will give IPC exclusive rights to GreenKey’s machine learning voice technologies, officials say. Both vendors decline to disclose the amount of the “strategic investment.” The IPC investment follows closely a two-year, co-development effort… Read More >>
Fat Fingers Caused BlackRock’s Data Leak
Fat fingers apparently caused the data leak at asset management giant BlackRock as officials acknowledge that the posting of customer relationship management (CRM) data about client financial advisors was the result of human error. Officials add that no sensitive information or data about the advisors’ end-clients was exposed via the incident. Bloomberg News first reported… Read More >>
Hearsay’s Solution Helps Advisors Do More While Mobile
Hearsay Systems recently released a mobile solution, Advisor Actions, intended to help end-users working in financial services turn their mobile phones into systems that quickly prioritize tasks and then access business intelligence (BI), customer relationship management CRM), and other core platforms. “Broker-dealers and asset managers navigate complex and fast-moving transaction workflows that necessitate customer outreach,”… Read More >>
GreenKey Moves to Ease Voice Enabling Trading Apps
GreenKey’s API Available via OpenFin Architecture GreenKey Technologies, which makes voice software with integrated speech recognition for financial services firms, is releasing its voice application programming interface (API) through the plugin architecture of OpenFin, the desktop operating system used by 45 of the world’s largest banks, buy-side and trading platforms. “The move brings the voice… Read More >>
